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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overviewAll 13F holders of XOMFull Q2 2026 holdings

Shares (Q2 2026)
25,071
Value
$3.43M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of XOM by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,071$3.43M0.2%−115−0.5%ReducedHolders
Q1 202625,186$4.27M0.3%−277−1.1%ReducedHolders
Q4 202525,463$3.06M0.2%+261+1.0%AddedHolders
Q3 202525,202$2.84M0.2%+1,049+4.3%AddedHolders
Q2 202524,153$2.60M0.2%−730−2.9%ReducedHolders
Q1 202524,883$2.96M0.2%+2,237+9.9%AddedHolders
Q4 202422,646$2.44M0.2%+74+0.3%AddedHolders
Q3 202422,572$2.65M0.2%−193−0.8%ReducedHolders
Q2 202422,765$2.62M0.3%+1,143+5.3%AddedHolders
Q1 202421,622$2.51M0.3%+781+3.7%AddedHolders
Q4 202320,841$2.08M0.2%+3,049+17.1%AddedHolders
Q3 202317,792$2.09M0.3%+279+1.6%AddedHolders
Q2 202317,513$1.88M0.2%+541+3.2%AddedHolders
Q1 202316,972$1.86M0.3%+1,440+9.3%AddedHolders
Q4 202215,532$1.71M0.3%+328+2.2%AddedHolders
Q3 202215,204$1.33M0.2%+1,734+12.9%AddedHolders
Q2 202213,470$1.15M0.2%+1,450+12.1%AddedHolders
Q1 202212,020$993.0K0.2%+997+9.0%AddedHolders
Q4 202111,023$675.0K0.1%−360−3.2%ReducedHolders
Q3 202111,383$670.0K0.2%+1,172+11.5%AddedHolders
Q2 202110,211$644.0K0.2%−3,084−23.2%ReducedHolders
Q1 202113,295$742.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.